Jay Paul Wirig

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-07-01
TX	RA	APPROVED	2024-07-01

Branch Locations

1600 South Main Suite 220, Walnut Creek, CA 94596 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Capital Performance Advisors Llp	Walnut Creek	CA	05/2002	06/2018
Pensionone Advisors, Inc.	Walnut Creek	CA	07/2004	12/2017
Thomas, Wirig, Doll & Company, Cpas, A Prof Corp	Walnut Creek	CA	05/2002	06/2018
Twd Payroll, Inc.	Walnut Creek	CA	07/2014	06/2018
Jnjp Certified Public Accountants, Inc.	Walnut Creek	CA	07/2018	Present
Buckingham Asset Management, Llc.	Clayton	MO	07/2018	Present
Bam Management, Llc	Clayton	MO	02/2019	Present
The Colony Group, Llc	Boston	MA	07/2024	Present

05/2002 → 06/2018

Capital Performance Advisors Llp

Walnut Creek, CA
07/2004 → 12/2017

Pensionone Advisors, Inc.

Walnut Creek, CA
05/2002 → 06/2018

Thomas, Wirig, Doll & Company, Cpas, A Prof Corp

Walnut Creek, CA
07/2014 → 06/2018

Twd Payroll, Inc.

Walnut Creek, CA
07/2018 → Present

Jnjp Certified Public Accountants, Inc.

Walnut Creek, CA
07/2018 → Present

Buckingham Asset Management, Llc.

Clayton, MO
02/2019 → Present

Bam Management, Llc

Clayton, MO
07/2024 → Present

The Colony Group, Llc

Boston, MA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-09-07

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